Events

Time: 9:00 a.m. – 4:30 p.m. ET
Date: May 6 – 7, 2026

Pricing
Both Days – $549
Day 1 – IRA Essentials $299
Day 2 – Advanced IRA $299

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Agenda

Topics Covered Day 1:
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should have a handheld calculator nearby.

IRA Essentials

• Introduction and Establishing IRAS-90 Minutes
• IRA Funding-90 Minutes
• IRA Distributions-90 Minutes
• IRA Portability-90 Minutes

Topics Covered Day 2:
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous knowledge is assumed. The instructor uses real world exercises to help participants apply information to job-related situations.

IRA Advanced

• IRA Update-30 Minutes
• Amending IRA Documents-30 Minutes
• Required Minimum Distributions-60 Minutes
• Beneficiary Options-150 Minutes
• Advanced Portability-45 Minutes
• Finding Answers to Commonly Asked IRA Questions-45 Minutes

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